See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,977 | $165,335-96.4% | $149,696-96.0% | $158,922-96.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 93.43% | 348.15%-254.7pp | 276.60%-183.2pp | 302.83%-209.4pp |
| Employer contribution / active EE | $1,655 | $5,103-67.6% | $4,644-64.4% | $4,761-65.2% |
| Participant deferral / active EE | $2,704 | $7,181-62.3% | $6,842-60.5% | $5,982-54.8% |
| Admin fee / account holder | $28 | $10,807-99.7% | $9,309-99.7% | $11,246-99.8% |